SCHO

Schwab Short-term Us Treas

Latest period2024 - Q4Total superinvestors109

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 109 superinvestors own shares of Schwab Short-term Us Treas (SCHO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab Short-term Us Treas (SCHO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Schwab Short-term Us Treas (SCHO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Schwab Short-term Us Treas (SCHO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Claudia Saia@Friedenthal Financial
Recent Activity
Increased 102.53%
0.3%
$505,260
21,000 shares@ 24.06 avg price
Renee Regel@Bremer Bank National Association
Recent Activity
Increased 100%
0.1%
$458,343
19,050 shares@ 24.06 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 101.3%
0.19%
$444,605
18,479 shares@ 24.07 avg price
Aryn Sands@Roberts Wealth Advisors, Llc
Recent Activity
Increased 27.11%
0.13%
$423,290
17,513 shares@ 24.18 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 44.85%
0.02%
$420,256
17,467 shares@ 24.06 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 107.6%
0.05%
$412,509
17,145 shares@ 24.07 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 83.67%
0.09%
$406,956
16,914 shares@ 24.07 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 121.64%
0.01%
$366,458
15,231 shares@ 24.07 avg price
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
Increased 115.53%
0.12%
$355,111
14,759 shares@ 24.07 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Increased 179.13%
0.15%
$345,528
14,361 shares@ 24.07 avg price